Joel Kosch (CRD# 7482572) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Sagespring Wealth Partners | Omaha, NE | Jan 2023 - Current | 1 |
Raymond James Financial Services, Inc. | Omaha, NE | Jan 2022 - Current | 2 |
Sagespring Wealth Partners | Omaha, NE | Oct 2022 - Sep 2023 | < 1 |
Southwestern Investment Group | Omaha, NE | Jan 2022 - Nov 2022 | < 1 |
Children's Mercy Hospital | Kansas City, MO | Apr 2021 - Dec 2021 | < 1 |
Northwest Missouri State Advancement Office | Maryville, MO | Feb 2019 - Apr 2021 | 2 |
Great American Opportunities | Nashville, TN | Oct 2014 - Feb 2019 | 4 |
Southwestern Advantage | Nashville, TN | Jan 2010 - Sep 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2023 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NE
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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